Quincy Loreen

Quincy is a CERTIFIED FINANCIAL PLANNER® Practitioner and an alumnus of Washington State University where he earned degrees in both Finance and Accounting. Quincy is passionate about helping individuals and families achieve their financial goals. Based in his hometown of Seattle, Washington, outside of the office, Quincy is a musician and avid snowboarder and can often be found at local sporting events with his fiancé, Sarah.

Designations and Education

Bachelor’s in Finance & Accounting – Washington State University

CERTIFIED FINANCIAL PLANNER® Professional (CFP®)